Customer Behaviour
This is a powerful module to mass-manage credit term and credit limit with.
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This is a powerful module to mass-manage credit term and credit limit with.
Last updated
Was this helpful?
Go to Accounting Reports > choose the report: Last Payment / Customer Behavior.
This report show quickly whats the status of each account on credit term and credit limit. If you would activate the credit term and/or credit limit control settings in admin, the accounts with a red cross would get blocked to sell at.
This report is heavy to run (lots of data to loop thru), use the filters well to get a quick result.
step 1) Can you quickly change the credit limit and/or credit term, or give the client an extension to his existing credit term (in days).
Step 2) Select the clients that need to get their credit limits and -term being reset. You can select specific clients, or you can use the function to select all.
Step 3) Run the script to update the credit limit and -terms with.
Once a client paid, it's important to manually reset the credit extension that you applied to the credit term.
This is a proposed, calculated value, being given via an Accounting Admin setting.
